Long-term performance history*
Vanguard aims to deliver superior long-term investment results at low cost. We efficiently manage costs through every stage of the investment process so we can deliver better investment results to your clients.
Smart implementation
Our smart implementation strategies allow you to concentrate on developing the best financial strategies for your clients so you can get on with managing your business.
We aim to deliver benchmark returns not benchmark portfolios. So, rather than holding every security in the index we aim to build portfolios with the optimal number of securities to closely track the index performance without incurring unnecessary costs. So, your clients get all the benefits of holding a diversified portfolio like lower risk and enhanced return potential, without the associated costs.
High quality, low-cost products
Vanguard offers a wide range of index solutions from single sector to diversified funds suitable for personal super, SMSF, retirement income and wealth management strategies. You can access our funds on more than 50 platforms or direct from Vanguard. We keep our management costs low so we can charge less. In fact, our fees are around half the industry median.
Our product range includes:
Index funds: choose from our range of retail or wholesale options suitable for personal investors, high net wealth clients, businesses and self managed super fund investors.
Personal super plan: a flexible super plan with low fees, choice of sector and diversified options and easy switching facilities available directly through Vanguard.
Personal pension plan: A flexible account-based pension for retirees seeking a tax-effective income stream. A powerful retirement income strategy: flexible pension and potential access to lump sum payments, low-costs, easy switching facilities, a choice of investment options plus you pay no tax on your investment earnings or growth.
Help for your business and clients
As long-term investment partners, we provide a range of resources to help managing your business and client relationships easier, including:- dedicated adviser services team
- after-tax reporting
- web tools and resources
- investor education
- adviser newsletters covering topical investment and industry issues
*Past performance is not a reliable indicator of future performance.
